[Hiring] Insurance Case Manager @Ethos Life

Role Description

We're looking for an Insurance Case Manager to own a portfolio of pending applications, investigate why they're stuck, and drive them to resolution by working directly with carriers, underwriting, new business, policy administration, and agents. This is not a traditional case-processing role: we need someone who can diagnose the root cause of individual cases while also using data across the full pending book to identify systemic patterns and recommend process improvements.

• Own and actively manage a portfolio of pending or stalled life insurance applications, with an initial focus on Indexed Universal Life (IUL).
• Develop a working understanding of the full application-to-issue lifecycle in order to identify exactly where and why individual cases are getting stuck.
• Independently investigate complex cases, determine root cause, and identify the appropriate next action to move each case forward.
• Work across underwriting, new business, policy administration, sales/agent, and carrier teams to resolve blockers and drive cases to issue.
• Lead recurring calls with carrier partners focused on pending case status, aging, blockers, and resolution plans.
• Escalate appropriately when carrier-side or internal intervention is required to unblock a case.
• Maintain accurate, up-to-date case status, actions, and documentation in Salesforce and other internal systems.
• Use Salesforce, Mode, and Hex (or similar tools) to research individual cases, reconcile information, and analyze trends across the pending portfolio.
• Build and maintain reporting on pending inventory, aging, case stage, blockers, carrier, product, and outcomes.
• Identify systemic trends across the book of pending business rather than treating each case in isolation.
• Partner with operations, product, and systems teams when cases are affected by system defects, workflow gaps, or process limitations.
• Recommend and help implement process improvements based on recurring failure points.

Qualifications

• Significant experience in life insurance new business, case management, underwriting support, or policy administration, with strong working knowledge of life insurance products and the application-to-issue lifecycle.
• Demonstrated ability to work independently: given a portfolio of pending cases, able to prioritize by urgency and impact, diagnose blockers, and drive resolution with minimal oversight.
• Experience partnering directly with carrier underwriting or new business teams to resolve outstanding requirements or case blockers.
• Strong analytical skills, with the ability to identify patterns and trends across a portfolio of cases rather than only resolving cases individually.
• Salesforce experience strongly preferred.
• Experience with Mode, Hex, SQL, or similar analytics/reporting tools is a significant plus.
• Excellent written and verbal communication skills, including experience leading or participating in carrier-facing calls.
• Comfortable operating in a fast-paced, evolving environment and adapting to new products and carrier processes.
• Experience with Indexed Universal Life (IUL) products specifically is a plus.

Requirements

• The US national base salary range for this full-time position is $90,000 - $120,000.
• Salary ranges are determined by role, level, and location.
• Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
• Compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.

Benefits

• Further details of our US benefits can be found at Ethos Careers .